HBTE.NEO vs. HBIX.NEO

Last updated Apr 2, 2026

Compare and contrast key facts about Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) and Harvest Bitcoin Enhanced Income ETF (HBIX.NEO).

HBTE.NEO and HBIX.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HBTE.NEO is an actively managed fund by Harvest. It was launched on Apr 28, 2025. HBIX.NEO is an actively managed fund by Harvest. It was launched on Apr 28, 2025.

Performance

HBTE.NEO vs. HBIX.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) and Harvest Bitcoin Enhanced Income ETF (HBIX.NEO). The values are adjusted to include any dividend payments, if applicable.

HBTE.NEO vs. HBIX.NEO - Yearly Performance Comparison

	2026 (YTD)	2025
HBTE.NEO Harvest Bitcoin Leaders Enhanced Income ETF	-20.34%	36.46%
HBIX.NEO Harvest Bitcoin Enhanced Income ETF	-24.07%	-6.82%

Returns By Period

In the year-to-date period, HBTE.NEO achieves a -20.34% return, which is significantly higher than HBIX.NEO's -24.07% return.

HBTE.NEO

• 1D: 1.03%
• 1M: -10.98%
• YTD: -20.34%
• 6M: -45.20%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HBIX.NEO

• 1D: 0.15%
• 1M: 1.72%
• YTD: -24.07%
• 6M: -46.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HBTE.NEO vs. HBIX.NEO - Expense Ratio Comparison

HBTE.NEO has a 0.75% expense ratio, which is higher than HBIX.NEO's 0.65% expense ratio.

HBTE.NEO

Harvest Bitcoin Leaders Enhanced Income ETF

HBIX.NEO

Harvest Bitcoin Enhanced Income ETF

Return for Risk

HBTE.NEO vs. HBIX.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Harvest Bitcoin Leaders Enhanced Income ETF (HBTE.NEO) and Harvest Bitcoin Enhanced Income ETF (HBIX.NEO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HBTE.NEO	HBIX.NEO	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.14	-0.60	+0.74

Correlation

The correlation between HBTE.NEO and HBIX.NEO is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

HBTE.NEO vs. HBIX.NEO - Dividend Comparison

HBTE.NEO has not paid dividends to shareholders, while HBIX.NEO's dividend yield for the trailing twelve months is around 37.84%.

	TTM	2025
HBTE.NEO Harvest Bitcoin Leaders Enhanced Income ETF	0.00%	0.00%
HBIX.NEO Harvest Bitcoin Enhanced Income ETF	37.84%	20.21%

Drawdowns

HBTE.NEO vs. HBIX.NEO - Drawdown Comparison

The maximum HBTE.NEO drawdown since its inception was -59.50%, which is greater than HBIX.NEO's maximum drawdown of -55.90%. Use the drawdown chart below to compare losses from any high point for HBTE.NEO and HBIX.NEO.

Drawdown Indicators

	HBTE.NEO	HBIX.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-59.50%	-55.90%	-3.60%
Current Drawdown Current decline from peak	-56.04%	-49.72%	-6.32%
Average Drawdown Average peak-to-trough decline	-21.15%	-19.91%	-1.24%

Volatility

Volatility by Period

	HBTE.NEO	HBIX.NEO	Difference
Volatility (1Y) Calculated over the trailing 1-year period	67.24%	52.86%	+14.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	67.24%	52.86%	+14.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	67.24%	52.86%	+14.38%